Method Community

Kitty - Use the Import/Export center. Customize > Integration Tools > Import / Export. And here's the help center article, in case you need it: http://www.methodintegration.com/method/kb.aspx?folder=methodcrm&article=Import-%2f-Export&id=189 Paul

Paul, So if I am hearing you correctly, I CAN use a list that i have exported from the list builder. I want to use the same people because we send out emails to a certain kind of client (CPA firm, not for sale purpose). So, how do you import the list, as all i see is a export list option. I am excepted to hear that the listbuilder will be ...

Kitty, you could upload to the ListBuilder table....but that isn't a good solution, because your list would be the same as last time. It's stale data. You want a new list each time. Good news - we're working on a new List Builder screen as part of our February release. It will be super fast (seconds rather than minutes) and give you a ...

HI, SO - I know I have spoken to someone about his, but I have to individual create my listbuilder everytime and it can take me up to an 1hour! I know I can export the list before sending it out, this way I have what I have sent out. The question is: Can I UPLOAD that excel list if I want to use that same list again and again??? PLease tell me ...

Hi Ashur, Thanks for the quick response on this. The MethodPUSH updating issue is clear, and I'm fine with that. I have used the Class fields in other types of transactions, as you allude to, and they work fine there.  My problem is that for the Class of the ReceivePaymentDiscount, I cannot find a related field in any table that I can ...

Bart, I took a look and tried to replicate your setup on my account and still can't replicate the issue.   Since it's a custom table and screen, you'll have to speak to a consultant to try and debug this issue. If there is found to be an error or issue with Method you will not be charged.  If you would like to ...

Hi Rolf, Updating or inserting records in a table doesn't cause a sync to occur, the Save All Sections action uses Method PUSH technology to send any changes to QuickBooks, so that's why when you click Save you see the information update in QB. The Update field in table and Insert Records into Table actions do not do ...

Any updates on this? The same thing is also happenign to Sales Tax Codes, where for some customers I now have different codes for different subaccounts - which, again, is not possible to do in QuickBooks but is showing up in Method. This is causing major issues and should not happen.  I need this fixed ASAP - please suggest a course of ...

Hi taurusgardening, In order to add the Customer phone number to the Route List template you would first need to add the customer phone number into the Activity table as a linked field, then edit the Route List template and drag the linked field onto the template. Check out the following post for more details: ...

Bart, I've done some testing but I can't seem to replicate this.  Could you turn on MethodSupport and then email me your account name and the screen that is doing this?  I'd like to test how you have it setup. - Adam